Roth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940

October 19, 2019

Roth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940

Jim and Chris answer questions regarding Roth Conversion taxes, strategies for filing for Social Security benefits, and the TSP G Fund.

14:32 An Iowa listener looks for clarification on how his Roth Conversion would be taxed.

25:55 Jim and Chris address a listener’s quandary on the best strategy for him to begin claiming Social Security benefits, taking into account minor child benefits and his wife’s future spousal benefit.

43:27 A multi-part question from a Virginian, covering Social Security benefits and the TSP G Fund.

1:04:55 Another Social Security strategy question from another Virginia listener.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.